Mint uses an
automatic categorization engine in an effort to make downloaded
transactions easier and more uniform across multiple users. The Mint
Categorization Engine learns and evolves based on user-modified data
and, as such, may display different names than you would
Here is an example of how the Mint Categorization
Engine learns from other Mint users:
• 6 Users all have
transactions to a Payee named Avon.
• 5 of those Users choose
“Shopping to categorize their Avon transactions.
teaches the Mint Categorization Engine that any payee which contains
Avon in the description from the bank should be categorized named as
Avon and categorized as “Shopping.
• The 6th User who
lives in a town called Avon now downloads transactions which include
Avon in the transaction description. Mint will automatically rename
any of those transactions as Avon with a category of Shopping.
if I don't want to use the Mint Payee on my transactions?
don't have to keep the Mint assigned name and category. There are
different methods of dealing with this situation:
If you find that the Mint defined name is
affecting only 1 or 2 transactions, you can simply edit the
transaction(s) to the preferred name and category.
1. Login to
your Mint account and then click the Transaction tab.
the transaction you'd like to edit.
3. Click on ""Edit
Details"" and then you can edit the description and/or
4. Click I’m Done.
Multiple or Recurring
If the transaction(s) in question will occur
regularly and you don't want to edit the transactions each time, you
can utilize Renaming Rules.
1. Login to your Mint account and
then click the Transaction tab.
2. Click the transaction you'd
like to edit.
3. Click on ""Edit Details""
and then you can edit the description and/or category.
a check mark in the “Always rename Payee name…”
NOTE: You can click the “Manage Rules”
button to review or edit existing Rules.
People come to Mint for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:
Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.